# Pest Control Client Onboarding Form

## Business details

- Business name:
- Owner / manager name:
- Main office phone:
- Owner alert phone:
- Owner alert email:
- Website:
- Google Business Profile URL:
- Service areas:

## Services offered

Check all that apply:

- Ants
- Roaches
- Bed bugs
- Termites
- Mice / rats
- Wasps / hornets
- Spiders
- Fleas / ticks
- Mosquitoes
- Wildlife removal
- Commercial pest control
- Residential pest control
- Other:

## Booking process

- Do you book inspections directly? Yes / No
- Do you use a booking link? If yes, paste it:
- Do you use Jobber, Housecall Pro, ServiceTitan, FieldRoutes, Google Calendar, or another CRM?
- Preferred appointment windows:
- Emergency jobs accepted? Yes / No

## Lead alerts

- Who should receive new lead alerts?
- SMS alert phone:
- Email alert address:
- Backup contact:

## Business hours

- Monday:
- Tuesday:
- Wednesday:
- Thursday:
- Friday:
- Saturday:
- Sunday:

## Voice and tone

Preferred style:

- Professional
- Friendly
- Urgent / fast-response
- Family-owned local business
- Premium / expert

## Compliance

- Confirm that AI should not provide pesticide usage instructions: Yes / No
- SMS opt-out language approved: Yes / No
- Privacy policy URL: